Doug Ransom, B.Eng., CFP
There are three questions I believe are at the heart of an indvidual's financial security concerns:
I help clients retire on their own time and terms by addressing these questions. This involves:
The clients I can most help have the potential through current and future planned savings to reach their goals — but not enough to make mistakes. The value I deliver includes:
If you are are committed to a plan that will get you to and through retirement, we should consider working together.
I also help clients who have other financial or investment needs:
In a few weeks we will be sending out four articles on some financial strategies many business owners overlook that may help you reduce taxes on investment income now and in retirement. With these strategies you will be able to retire sooner, extract funds from your corporation tax efficiently, and provide other idea on reducing taxes and achieving your financial goals earlier. In the meantime, we will send you more information about who we are and the work we do.
I imagine you like the ideas of retiring sooner and paying less tax, right?If you answered “yes”, there is only one thing to do. Click here to send me a quick email., or call me at 250.412.3499.